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MarketBeat Week in Review – 01/19 - 01/23
Author: MarketBeat Staff. Publication Date: 1/24/2026.
After moving sharply lower on tariff fears at the start of the week, stocks rallied as most economic indicators point to a strongly growing economy. An in-line reading on the November PCE inflation index, better-than-expected jobs numbers and a final third-quarter GDP reading of 4.4% all point to expansion.
Precious metals, however, tell a different story. Gold and silver pushed to new record highs — some analysts even suggested gold could reach $5,000 and silver $100 by the time investors read this.
That suggests investors may be seeking safe havens even as they push many stocks higher. As a result, corporate earnings will separate winners from losers. Expectations are for strong results, but recent reports have shown why forward guidance can be more important than the headline numbers.
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Key Takeaways
- Stocks rallied after a sharp early-week sell-off; most economic indicators show a growing economy.
- Gold and silver hit new highs, signaling that some investors are seeking safe havens.
- Next week, investors will get the next decision on interest rates as well as some of the Magnificent Seven earnings.
The Federal Reserve meets next week and is widely expected to hold interest rates steady; analysts will be listening closely for any guidance on the path of future moves. Several of the largest technology stocks will also report earnings next week. MarketBeat analysts will have every angle covered. Here are some of our most popular articles from the week.
Articles by Thomas Hughes
Chip stocks are recovering from a year-end sell-off. This week, Thomas Hughes explained why fundamental and technical indicators — along with bullish analyst sentiment — suggest the rally in Advanced Micro Devices (NASDAQ: AMD) still has room for investors to join.
Fastenal (NASDAQ: FAST) is often treated as a bellwether for the economy. After selling off in the back half of 2025, Hughes noted that FAST stock found support near its 52-week low, and institutions are buying on optimism that the company's catalysts will materialize in 2026.
Many regional banks reported results this week, and one of the strongest came from Fifth Third Bancorp (NASDAQ: FITB). Hughes noted that the company's strong quarter could be a lead-in to double-digit upside in 2026, largely fueled by its acquisition of Comerica Bank.
Articles by Sam Quirke
Amazon.com Inc. (NASDAQ: AMZN) had a solid 2025, but the stock has yet to reclaim its all-time high. This week, Sam Quirke offered investors two ways to trade AMZN stock around the company's upcoming earnings report.
Tesla Inc. (NASDAQ: TSLA) remains a favorite among retail investors. Quirke noted that the earnings debate — growth prospects versus current valuation — will be the key determinant of the stock's direction after next week's report. See his piece on the battle between bulls and bears.
Apple Inc. (NASDAQ: AAPL) has been a market laggard to start 2026 and now looks curiously oversold ahead of earnings. Quirke explains why that may present an opportunity for investors.
Articles by Chris Markoch
Palantir Technologies Inc. (NASDAQ: PLTR) won't report earnings until early February, but investors are already speculating about the stock's trajectory. This week, Markoch highlighted one metric that suggests the smart money may be more bullish than it appears.
Microsoft Corp. (NASDAQ: MSFT) is limping into earnings. Markoch outlines what matters most when the company reports, the challenges to the thesis, and why the stock may offer better value than it looks.
Markoch also profiled three large-cap biotechnology stocks that illustrate ways to manage risks in biotech investing, with catalysts that could drive growth in 2026.
Articles by Ryan Hasson
Space stocks are expected to have a strong year in 2026, and Rocket Lab (NASDAQ: RKLB) should be one of the leaders. This week, Ryan Hasson noted that, despite RKLB trading near its all-time high, one analyst raised their price target, suggesting potential upside, especially on a modest pullback.
Defense stocks are also expected to perform well in 2026. As Hasson explained, the modern defense industry will expand the use of drones; he highlighted five defense and drone stocks with momentum to watch.
Articles by Leo Miller
Shares of Netflix Inc. (NASDAQ: NFLX) continue to slide despite a solid earnings report. This week, Miller explained why investors remain cautious and why a long-term bull case may need more certainty around the Warner Bros. Studios deal.
The debate over data center demand persists. Miller wrote that the proof may be in dividends from companies supporting the data center trade, highlighting three firms that used increased demand for infrastructure to boost dividends by as much as 60%.
It feels like a lifetime since 2021 for Moderna Inc. (NASDAQ: MRNA), a COVID-19 vaccine-era winner whose shares have been pummeled. Miller outlined why there may be signs of life in MRNA stock after its best print in three years.
Articles by Nathan Reiff
Biotechnology remains a magnet for speculative investors. This week, Nathan Reiff pointed to three under-the-radar biotech names that have tangible catalysts that could drive growth in 2026.
Warren Buffett has retired, but many still watch what Berkshire Hathaway Inc. (NYSE: BRK.B) is holding. Reiff highlighted two “Buffett stocks” that look like good bets in 2026, and discussed why Berkshire may have sold a well-known healthcare name.
D-Wave Quantum Inc. (NYSE: QBTS) has an impressive growth story. This week, Reiff gave investors three reasons to believe the company can press its advantage in quantum computing.
Articles by Dan Schmidt
Dan Schmidt also covered defense names this week, focusing on three blue-chip defense stocks and why each is positioned for a new normal of geopolitical uncertainty and a rising Pentagon budget.
Software stocks came under pressure after Anthropic's latest update to its "Claude Code" spooked investors. While exiting the sector entirely may be premature, Schmidt suggested three software stocks investors should avoid until the situation stabilizes.
Articles by Jeffrey Neal Johnson
To the relief of shareholders, Super Micro Computer Inc. (NASDAQ: SMCI) got a lift this week from positive AI demand signals. Jeffrey Neal Johnson explained how high short interest could set the stage for a short squeeze that pushes SMCI past a key resistance level.
Johnson also covered the partnership between Lemonade Inc. (NYSE: LMND) and Tesla to launch Lemonade's Autonomous Car Insurance product. This deal may be an early example of how AI can disrupt the auto insurance industry.
Riot Platforms Inc. (NASDAQ: RIOT) was another winner this week after signing a long-term lease with Advanced Micro Devices that validated its Power First high-performance computing strategy.
Articles by Jordan Chussler
Fund investors should take note of Jordan Chussler's pieces this week. For example, the GLP-1 weight-loss space will continue to grow in 2026, but it's getting crowded. Chussler pointed to an ETF that offers one-stop exposure to the sector.
Cloud computing can produce analysis paralysis for investors. As Chussler wrote, investors can instead consider a cloud computing ETF that is up 48% since the market bottom in April 2025.
Gold and silver are creating full-blown FOMO for some investors. Chussler highlighted three ETFs that provide exposure to precious metals with the liquidity of equities.
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